Alteri Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
5,916
-105
-2% -$33.6K 0.73% 20
2025
Q1
$2.08M Buy
6,021
+63
+1% +$21.8K 0.91% 19
2024
Q4
$1.69M Buy
+5,958
New +$1.69M 0.47% 26